+99.0%
NTRA vs URA
-32.2%
+131.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +0.9% |
| 7D | -7.9% | -10.5% | +2.7% | -4.8% |
| 30D | -8.1% | -18.6% | +10.5% | -2.7% |
| 3M | +42.1% | -23.0% | +65.1% | +52.8% |
| 6M | +84.8% | -40.3% | +125.1% | +110.4% |
| YTD | +70.7% | -23.5% | +94.2% | +82.4% |
| 1Y | +99.0% | -31.1% | +130.2% | +116.4% |
| All | +99.0% | -32.2% | +131.2% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded URA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling